Funding Actions
Here are resources to help HR Representatives use ConnectCarolina.
For access to any HR systems at the University, you must complete the FERPA training in addition to any other required training. You can find instructions for completing the training on the Registrar’s site.
Click the buttons below for more details:
HR Overview
This self-paced course explains the relationship between the person, position, and job in ConnectCarolina. It also covers the ePAR forms used to submit HR actions.
Start the CourseHR Payroll Calendar
The HR Payroll Calendar on the Finance and Operations website shows the important dates and deadlines related to payroll.
View CalendarePAR Overview
This guide introduces the electronic Personnel Action Request (ePAR), which is the form used to enter all HR actions in ConnectCarolina.
Open the GuideTips for Searching ePARs
This guide provides tips for searching ePARs.
Open the GuidePrinting an ePar form
This guide explains how to print an ePAR form.
Open the GuideBasic Originators 1: Understanding Employee Funding
This online training course gives an overview of how employee funding works in ConnectCarolina.
Start the CourseCommitment Accounting 101
This reference card gives an overview of how employee funding works in ConnectCarolina.
Open the ReferenceAdjusting Funding Sources for Past Pay Periods Using the Payroll Accounting Adjustment Tool (PAAT)
This self-paced course explains when to use PAAT and the difference between a PAAT adjustment and a Funding Swap ePAR. It also covers the steps you’ll need to take to create, manage and submit a PAAT adjustment.
Start the CourseLump Sum Payments
This reference card introduces the process for making a one-time payment to an employee using the Lump Sum Payment ePAR form.
Open the Reference CardEntering the Effective Date for a Lump Sum Payment
This reference card explains how to enter the correct effective date on an ePAR.
Open the Reference CardOnline Training: Basic Originators 4: Entering Lump Sum Payments
This self-paced course explains how to make a one-time payment using the Lump Sum Payment ePAR form.
Start the CourseBasic Originators 2: Entering Funding Swaps
This self-paced course explains how to use the funding swap ePAR form to change how a position or appointment is funded.
Start the CourseSuspense Management Reports
This recorded webinar describes tools that are useful for managing suspense, including the Funding End Date Notification Report, the Suspense Analysis Report, and queries.
Start the Webinar Open the SlidesUnderstanding Salary Projections
Salary projections are estimates of the amount of salary and fringe expenses you can expect to pay for an employee in the future for a specific time period. This document explains how salary projections are calculated for employees based on the employee group, funding sources, and end dates.
Open the DocumentSalary Funding Report Guide
This guide explains how to use the Salary Funding Report to see funding sources for an employee’s salary.
Open the GuideFunding End Date Notification
This guide explains how to use the Funding End Date Notification Report to see current and future payroll suspense charges based on current funding.
Open the GuideRecorded Webinar: Payroll Accounting Report
This recorded webinar explains how to use the Payroll Accounting Report to see detailed payroll information since October 1, 2014.
Start the Webinar Open the SlidesUse the buttons below to get more information about how salary projections are calculated in ConnectCarolina.
Open the Reference Watch the Webinar Open the Slides